Harvest Money | Invest Your Faith
Firm details
- Headquarters
- ,
- CRD number
- 304360
- Website
- harvest-money.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Harvest Money | Invest Your Faith is an independent, corporately organized registered investment adviser owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator, placing client capital with third‑party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. An accounting professional is listed among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities36%
- Cash & Cash Equivalents20%
Contacts
1 of 1
Steven French
Financial Life PlannerCRD 1350269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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